A secure collaboration experience for insurance agencies and brokerages
Engage internal teams, agents, clients, brokers, and carriers in one centralized and private platform.
For Insurance Agencies
Workstorm is designed to help insurance agencies, brokerages, and carriers work together efficiently by supporting real-time communication and collaboration between securely connected external parties. Stay focused on deadlines, improve case resolution times, cross sell opportunities, and better serve clients via secure channels integrated with video conferencing.
Trusted Client Services
- Protected data: Give clients peace-of-mind that their information stays private and confidential
- Reduced risk: Mitigate risk of phishing attacks by communicating with clients via Workstorm’s secure channels
- Connected teams: Bring the right person into the conversation, whether an outside broker or underwriter
- Streamlined processes: Create channel structures by claim, client, or internal department
- Improved productivity: Automate tasks with custom APIs and out-of-the-box integrations
Bring teams together and focus on serving your high-value clients.
Centralized document management to easily find and share claim and client-related documents
Reduce email volume while communicating in direct messages and customized channels
Connect securely with reliable video conferencing for claim updates
Integrations
Connect Microsoft 365 and Google Workspace for instant file, calendar, and email access. Workstorm brings together all the functionality an insurance agency needs for improved efficiency and cohesive workflow. Learn more about Workstorm integrations.
